Customer Success Manager

• Create and manage events including familiarization tours, media visits, and site visits for all departments in Simpleview.
• Ensure accurate tracking, categorization, and reporting of member and partner activities.
• Strengthen the organization’s ability to measure engagement and outcomes through reliable CRM data.
• Develop clear, easy-to-follow training materials and reference guides.
• Lead onboarding and refresher sessions to build user confidence and consistency.
• Identify knowledge gaps and provide targeted coaching to improve user adoption.
• Review how teams use the CRM and recommend adjustments to streamline workflows.
• Identify opportunities to reduce manual tasks and enhance data accuracy.
• Support staff in developing reports and dashboards that translate CRM data into actionable insights.
• Serve as the main contact for CRM-related questions and requests; log tickets with Simpleview related to these needs.
• Provide practical, solutions-oriented support to staff to ensure data is entered and maintained consistently.

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Customer Success Manager